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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICE Service code 27 · EIN 33-0785439 | Advisory (Plan) | $37,500 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $13,545 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,580 | $98,780-64.0% | $60,919-41.6% | $77,906-54.3% |
| Participation rate | 81.7% | 76.7%+5.1pp | 73.1%+8.6pp | 73.7%+8.1pp |
| Annual return | -13.21% | -11.56%-1.7pp | 16.98%-30.2pp | 12.16%-25.4pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $21 | $89-76.8% | $3,226-99.4% | $133-84.5% |